Plan5500

Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Associated Physical & Occupational)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Associated Physical & Occupational under EIN 16-1587089 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $3,271,714 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.3MPlan net assets, end of year$3,271,714
Participants117Covered participants reported
Assets / participant$28KComputed: assets ÷ participants$27,963 (computed)
Provider compensation$3.6K1 Schedule C provider row(s)$3,584
Plan sponsor
Associated Physical & Occupational
EIN
16-1587089
Plan number
001
Plan type
2
Location
Kenmore, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    117 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Money in vs. money out
Total income / additions$849.7K
Total expenses$120K
Benefits paid / distributions$111.2K
Contributions
Employer$138K
Participant$292K
Full reported line items

Net assets

Total assets (EOY)
$3,271,714
Total liabilities (EOY)
$0
Net assets (EOY)
$3,271,714
Net assets (BOY)
$2,541,993

Income & contributions

Employer contributions
$137,985
Participant contributions
$292,017
Total contributions
$431,063
Total income / additions
$849,728

Expenses & distributions

Benefits paid
$111,225
Administrative expenses
$3,617
Total expenses
$120,007
Net increase / (decrease)
$729,721
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Voya Retirement Insurance & Annuity$3.6K
    SERVICE PROVIDER · Direct $3.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust?
Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust is reported as sponsored by Associated Physical & Occupational (EIN 16-1587089, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust report?
Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust reports 117 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust?
Associated Physical & Occupational Therapists 401(K) Profit Sharing Plan & Trust reports $3,271,714 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages